WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 250 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 113.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $48,190,478 | -8.0% | 759,025 | -3.4% | 11.88% | -4.3% |
Q2 2023 | $52,392,578 | -2.9% | 785,967 | -9.2% | 12.41% | -8.5% |
Q1 2023 | $53,940,670 | -0.9% | 865,266 | -4.0% | 13.56% | -4.4% |
Q4 2022 | $54,407,653 | +12.4% | 901,386 | +0.4% | 14.18% | +4.3% |
Q3 2022 | $48,390,000 | -5.2% | 897,610 | +0.7% | 13.60% | -1.8% |
Q2 2022 | $51,064,000 | -7.2% | 891,008 | +3.0% | 13.85% | +2.2% |
Q1 2022 | $55,055,000 | +0.9% | 864,695 | +4.4% | 13.55% | +3.9% |
Q4 2021 | $54,568,000 | +16.2% | 828,549 | +3.8% | 13.04% | +8.5% |
Q3 2021 | $46,947,000 | +2.3% | 797,876 | +3.8% | 12.02% | -1.3% |
Q2 2021 | $45,883,000 | +4.7% | 768,940 | +0.4% | 12.18% | +1.7% |
Q1 2021 | $43,808,000 | +17.2% | 766,014 | +10.6% | 11.98% | +17.0% |
Q4 2020 | $37,369,000 | +15.5% | 692,525 | +6.1% | 10.24% | +4.8% |
Q3 2020 | $32,352,000 | +78.9% | 652,652 | +64.2% | 9.77% | +53.3% |
Q2 2020 | $18,079,000 | +42945.2% | 397,429 | +36664.9% | 6.37% | +35311.1% |
Q1 2020 | $42,000 | +500.0% | 1,081 | +620.7% | 0.02% | +350.0% |
Q4 2019 | $7,000 | – | 150 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 6,386,839 | $344,315,000 | 23.47% |
Choice Wealth Advisors, LLC | 358,468 | $19,325,000 | 16.16% |
Prestige Wealth Management Group LLC | 897,610 | $48,390,000 | 13.60% |
Aspire Capital Advisors LLC | 281,053 | $15,152,000 | 12.01% |
Spinnaker Investment Group, LLC | 523,898 | $28,269,000 | 11.07% |
Legacy Wealth Planning, LLC | 123,570 | $6,662,000 | 11.02% |
Private Wealth Strategies, L.L.C. | 676,405 | $36,473,000 | 10.64% |
KB FINANCIAL PARTNERS, LLC | 535,124 | $28,849,000 | 10.32% |
WADDELL & ASSOCIATES, LLC | 896,528 | $48,332,000 | 9.35% |
Clearwater Capital Advisors, LLC | 1,168,849 | $63,013,000 | 8.70% |